Latest Blogs
-
Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
-
Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
-
Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
Popular News
-
FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
-
AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
-
Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
Prime Minister Liz Truss has relieved Guy Opperman MP of his duties as Minister for Pensions and Financial Inclusion.
SIPP provider @SIPP has won a tender to provide administration services for Royal London’s SIPP book.
Over one in five (21%) of over-40s have already pushed back their planned retirement date due to the cost-of-living crisis, according to new research.
Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.
SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May thanks to a rapid acquisition programme.
Women are, on average, working for nearly four additional years before exiting the labour market compared to the counterparts in the mid-nineties, new statistics from the ONS revealed this week.